Uploading Templates

To upload a Vision+ Template for distribution to other Vision organisations.

Note - You must obtain an Outcomes Manager account and login details so that you can see the template you have uploaded. Click here to obtain a login account for Outcomes Manager.

  1. Log in to Vision 3 as usual.

  2. From the Windows Notification Area, right click Vision+ Vision+ Icon in Notification Area and select Template Designer.

  3. To open an existing template, select Open .

  4. Choose the template from the list and select OK:

    Note – For advice on how to create Vision+ template see Create a New User-Defined Template.

  5. From the home page, change the template status to Publish.

    See Changing the Status of Templates for more information.

  6. Select the Distribution tab.

  7. The distribution screen displays:

    Note - If the template status is Test or Develop the warning message 'The template status must be set to publish before uploading' displays.

  8. Select Upload. The version and name of the template displays. To continue with the upload, select Yes:

    If you have previously uploaded the template, the warning message 'Template Name has already been uploaded - upload new version?' displays. Select Yes to continue and a new version is uploaded or select No to keep a local copy of the template.

    Training Tip - If you do not want to upload and override an existing template you can either rename it by selecting File - Rename or if you want to create a copy of the template choose File - Save As.

  9. Once uploaded, a confirmation message displays with the version and name of the template. The template is automatically uploaded to a group called “Practice Templates”.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.